Proactive Renewal Risk Management

# Proactive Renewal Risk Management ## What It Does Proactive Renewal Risk Management automates the assessment of B2B SaaS renewal risks by analyzing data from CRM, support, and usage sources. This automation helps Customer Success Managers identify at-risk customers and take proactive measures to prevent churn, ultimately improving revenue retention. The agent consolidates relevant data, analyzes it, and provides insights that enable targeted interventions. By doing so, it streamlines the renewal risk management process. ## Who Needs This Customer Success Managers who manually track and analyze customer data to predict renewal risks need this automation. They currently spend a significant amount of time reviewing CRM data, support tickets, and usage metrics to identify potential churn risks. This manual process is time-consuming and prone to human error, making it an ideal candidate for automation. ## How It Works — Step by Step 1. You connect your CRM, support, and usage data sources to the Proactive Renewal Risk Management agent. 2. The agent retrieves relevant customer data from the connected sources, including account information, support interactions, and product usage metrics. 3. You specify the criteria for identifying high-risk customers, such as low product adoption or frequent support requests. 4. The agent analyzes the retrieved data against the specified criteria to identify customers at risk of not renewing their subscriptions. 5. For each identified high-risk customer, the agent generates a risk assessment report that includes key metrics and recommendations for intervention. 6. You review the generated risk assessment reports to prioritize follow-up actions with at-risk customers. 7. Based on the insights and recommendations provided, you develop targeted strategies to address the concerns and needs of high-risk customers. 8. The agent saves the risk assessment reports for future reference, allowing you to track changes in customer risk profiles over time. ## What You Get * Consolidated risk assessment reports for all customers * Identification of high-risk customers based on predefined criteria * Key metrics and insights into customer behavior and product usage * Recommendations for proactive interventions to prevent churn * Time savings of up to 2 hours per week by automating manual data analysis tasks ## Setup Requirements * CRM API credentials (e.g., Salesforce or HubSpot) * Support platform API credentials (e.g., Zendesk or Freshdesk) * Usage data source credentials (e.g., Google Analytics or Mixpanel) * A list of customer IDs or account names to analyze * Criteria for defining high-risk customers (e.g., specific product usage thresholds or support interaction frequencies) ## Pricing $59 one-time *No subscription. Yours to keep and run as many times as you want.*